Rail Accident Report
Pedestrian struck by a train at Lady Howard
footpath and bridleway crossing, Surrey,
21 April 2022
Report 01/2023
                                    v2 February 2024
This investigation was carried out in accordance with:
• the Railway Safety Directive 2004/49/EC
• the Railways and Transport Safety Act 2003
• the Railways (Accident Investigation and Reporting) Regulations 2005.
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This report is published by the Rail Accident Investigation Branch, Department for Transport.
Version Date               Location of change(s) Description of change
v1.0    14 February 2023   All                   Initial issue
v2.0    6 February 2024    Summary 3 para
                                      rd
                                                 Text added concerning the
                                                 possibility of a derogation
                           Summary 4 para
                                      th
                                                 Text describing the learning
                                                 point added
                           Para 7                Description of signals and
                                                 their position relative to the
                                                 crossing
                           Para 62               Description of strike in point
                                                 added
                           Para 63               Expansion of the description
                                                 of different types of MSL
                           Paras 64 to 68        New paragraphs on
                                                 standards and derogations
                           Para 69 onwards       Renumbered  
                           Para 72               Last sentence changed
                           Para 73               New paragraph on option
                                                 selection report
                           Para 74               Re-phrased to reflect new
                                                 evidence
                           Para 75 to 79         New paragraphs to reflect
                                                 new evidence
                           Para 80               Tense change in first line
                           Para 82               Changed to reflect new
                                                 evidence
                           Heading before Para   Heading changed  
                           100
                           Heading before Para   New heading
                           103
                           Paras 103 to 105      New paragraphs for actions
                                                 taken between publication of
                                                 original and revised versions
                           Heading before Para   New heading
                           107
                           Para 107              New learning point
                           Footnote 10           New footnote regarding
                                                 learning point
                           Throughout            Paragraph numbering and
                                                 cross references updated to
                                                 reflect extra paragraphs
          Preface
Preface
The purpose of a Rail Accident Investigation Branch (RAIB) investigation is to
          improve railway safety by preventing future railway accidents or by mitigating their
          consequences. It is not the purpose of such an investigation to establish blame or
          liability. Accordingly, it is inappropriate that RAIB reports should be used to assign
          fault or blame, or determine liability, since neither the investigation nor the reporting
          process has been undertaken for that purpose.
          RAIB’s findings are based on its own evaluation of the evidence that was available at
          the time of the investigation and are intended to explain what happened, and why, in a
          fair and unbiased manner.
          Where RAIB has described a factor as being linked to cause and the term is
          unqualified, this means that RAIB has satisfied itself that the evidence supports both
          the presence of the factor and its direct relevance to the causation of the accident or
          incident that is being investigated. However, where RAIB is less confident about the
          existence of a factor, or its role in the causation of the accident or incident, RAIB will
          qualify its findings by use of words such as ‘probable’ or ‘possible’, as appropriate.
          Where there is more than one potential explanation RAIB may describe one factor as
          being ‘more’ or ‘less’ likely than the other.
          In some cases factors are described as ‘underlying’. Such factors are also relevant
          to the causation of the accident or incident but are associated with the underlying
          management arrangements or organisational issues (such as working culture).
          Where necessary, words such as ‘probable’ or ‘possible’ can also be used to qualify
          ‘underlying factor’.
          Use of the word ‘probable’ means that, although it is considered highly likely that the
          factor applied, some small element of uncertainty remains. Use of the word ‘possible’
          means that, although there is some evidence that supports this factor, there remains a
          more significant degree of uncertainty.
          An ‘observation’ is a safety issue discovered as part of the investigation that is not
          considered to be causal or underlying to the accident or incident being investigated,
          but does deserve scrutiny because of a perceived potential for safety learning.
          The above terms are intended to assist readers’ interpretation of the report, and to
          provide suitable explanations where uncertainty remains. The report should therefore
          be interpreted as the view of RAIB, expressed with the sole purpose of improving
          railway safety.
          Any information about casualties is based on figures provided to RAIB from various
          sources. Considerations of personal privacy may mean that not all of the actual effects
          of the event are recorded in the report. RAIB recognises that sudden unexpected
          events can have both short- and long-term consequences for the physical and/
          or mental health of people who were involved, both directly and indirectly, in what
          happened.
          RAIB’s investigation (including its scope, methods, conclusions and recommendations)
          is independent of any inquest or fatal accident inquiry, and all other investigations,
          including those carried out by the safety authority, police or railway industry.
Report 01/2023                                                                v2 February 2024
          Lady Howard crossing
Pedestrian struck by a train at Lady Howard
footpath and bridleway crossing, Surrey,
21 April 2022
Contents
Preface4
Summary6
Introduction7
     Definitions                                                                7
The accident8
     Summary of the accident                                                    8
     Context8
The sequence of events15
Analysis17
     Identification of the immediate cause                                    17
     Identification of causal factors                                         17
     Identification of underlying factor                                      20
     Previous occurrence of a similar character                               26
Summary of conclusions27
     Immediate cause                                                          27
     Causal factors                                                           27
     Underlying factor                                                        27
Previous RAIB recommendations relevant to this investigation28
Actions reported as already taken or in progress relevant to this report when
originally published (v1.0)30
Actions reported as already taken or in progress relevant to this report when
it was revised (v2.0)31
Recommendations and learning point33
     Recommendations33
     Learning point                                                           34
Appendices35
     Appendix A - Glossary of abbreviations and acronyms                      35
     Appendix B - Investigation details                                       36
Report 01/2023                                5                    v2 February 2024
Lady Howard crossing
          Summary
Summary
At about 14:49 hrs on Thursday 21 April 2022, a pedestrian was struck and fatally
          injured by an out-of-service passenger train at Lady Howard footpath and bridleway
          crossing, near Ashtead in Surrey. The pedestrian, who was walking on the crossing
          with a dog and pushing a wheeled trolley bag, started to cross the railway tracks
          shortly after a train had passed. She was struck by a second train, which was
          travelling in the opposite direction to the first. The driver of the train involved in the
          accident sounded the train’s horn on seeing the pedestrian on the crossing. The
          pedestrian responded by hurrying forwards towards the exit of the crossing, but was
          unable to get clear of the path of the train in time to avoid being struck.
          RAIB’s investigation found that the pedestrian was apparently unaware that the
          second train was approaching when she made the decision to cross; there is no
          evidence that she was aware of it and/or had misjudged the time available to cross.
          This was because, although the pedestrian looked twice in the direction of the second
          train before starting to cross, the front of this second train was hidden behind the
          first train, which was moving away on the line nearest to her. RAIB also found it was
          possible that the pedestrian did not perceive the risk arising from the possibility that
          the first train was hiding another approaching train.
          A probable underlying factor was that Network Rail had not provided any effective
          additional risk mitigation at the crossing, despite having previously deemed the risk to
          users to be unacceptable. Network Rail had planned and budgeted to install integrated
          miniature stop lights at the crossing, but a shortage of resource meant that delivery
          was delayed. There is little evidence that Network Rail considered effective options
          to mitigate the risk on an interim basis while this installation was pending, although
          it fitted additional warning signs for users and a camera to monitor crossing use.
          Network Rail had not considered applying for a derogation from an internal standard
          which would have allowed it to fit a simpler version of miniature stop lights at the
          crossing, although it is unlikely that this equipment would have been operational
          before the accident, had such a derogation been obtained.
          As a result of this investigation, RAIB has made two recommendations, both to
          Network Rail. The first is intended to address the risk to pedestrians at crossings of
          this type arising from a second approaching train being hidden from view by another
          train. The second recommendation concerns the implementation of appropriate interim
          risk mitigations at level crossings that are awaiting long-term solutions. RAIB has also
          identified a learning point, addressing the need to consider whether a derogation from
          standards is justified or has been approved previously.
Report 01/2023                                6                               v2 February 2024
          Lady Howard crossing
Introduction
Introduction
Definitions
1    Metric units are used in this report, except when it is normal railway practice to
     give speeds and locations in imperial units. Where appropriate the equivalent
     metric value is also given.
2    The report contains abbreviations which are explained in appendix A. Sources of
     evidence used in the investigation are listed in appendix B.
Report 01/2023                               7                               v2 February 2024
Lady Howard crossing
               The accident
The accident
Summary of the accident
               3       At about 14:49 hrs on Thursday 21 April 2022, a pedestrian was struck and
                       fatally injured by an out-of-service passenger train at Lady Howard footpath and
                       bridleway crossing, near Ashtead in Surrey (figure 1). The train was recorded as
                       travelling at about 62 mph (100 km/h) at the time of the accident.
               4       The pedestrian, who was walking with a dog and a wheeled trolley bag, had
                       started to cross the railway tracks shortly after a previous train had passed the
                       crossing in the opposite direction to the train involved in the accident.
               5       The driver of the train involved in the accident sounded the train’s horn upon
                       seeing the pedestrian on the crossing. The pedestrian responded to the warning
                       by hurrying forwards towards the exit of the crossing, but did not reach a point
                       that was clear of the train’s path before it arrived at the crossing.
Epsom station
Location of accident
Ashtead station                              © Crown Copyright. All rights reserved. Department for Transport 100039241. RAIB 2023
Figure 1: Extract from Ordnance Survey map showing location of accident at Lady Howard crossing.
Context
               Location
               6       Lady Howard crossing is situated in Surrey, between the stations at Epsom (1.3
                       miles (2.1 km) away) and Ashtead (0.7 miles (1.1 km) away). The line is used
                       by South Western Railway trains running from London Waterloo to Guildford
                       and Dorking, as well as Southern trains from London Victoria to Horsham. The
                       crossing is 15 miles 43 chains1 from a datum point at London Waterloo measured
                       via Worcester Park.
               1
                   A unit of length equal to 66 feet or 22 yards (around 20 metres).
Report 01/2023                                               8                                                             v2 February 2024
               Lady Howard crossing
7    The railway at this location runs broadly north-east to south-west and comprises
The accident
     two tracks, known as the up and down Portsmouth lines (towards and away from
     London respectively; figure 2). An electrically live conductor rail, energised at 750
     V DC, is located adjacent to each track to provide power to trains, although there
     is a gap in the conductor rail at the crossing, for a distance of about three metres
     either side of it. The maximum permitted speed for trains travelling in either
     direction over the crossing is 60 mph (97 km/h). Signalling in this area is by colour
     light signals, controlled from Wimbledon Area Signalling Centre. There is a signal
     on each approach to the crossing, around 80 metres away for trains approaching
     from Ashtead and 1200 metres away for trains approaching from Epsom.
8    The crossing itself is part of a footpath and bridleway linking Craddocks Avenue
     in Ashtead (around 350 metres to the south-east of the crossing) to Ashtead
     Common on the north-west side of the railway.
N
                                                                               ndon
                                                                          / Lo
                                                                    som
                                 Direction of pedestrian          Ep                           ain
                                                               To                            tr
                                                                                      n   of
                                                                                c  tio
                                                                          D ire
h   line
                                      out
                           o    rtsm              hl ine
                       UpP                    out
                                   o   rtsm
                             w  nP
                           Do              ead
                                         ht
                                      As
                                 To
Figure 2: Google Earth view of the crossing.
Organisations involved
9    Network Rail is the owner and maintainer of the railway infrastructure at the
     location of the accident, which includes Lady Howard crossing and the land inside
     and including the boundary fences. It also employed the staff responsible for
     gathering data about the crossing and for assessing and managing its safe use
     (see paragraphs 27 and 28). Lady Howard crossing falls within Network Rail’s
     Wessex route on its Southern region.
10 Govia Thameslink Railway, under its Southern brand, operated the train involved
   in the accident as well as the train that passed the crossing in the opposite
   direction just before the accident. It also employed the drivers of both trains.
11 Network Rail and Govia Thameslink Railway freely co-operated with the
   investigation.
Report 01/2023                                             9                               v2 February 2024
Lady Howard crossing
               The level crossing
The accident
12 In common with many footpath and bridleway crossings (see paragraph 13), Lady
                  Howard crossing does not have any active protection, such as lights, to warn
                  of approaching trains, or barriers to restrict access over the crossing. Crossing
                  users on foot are expected to stop, look and listen for approaching trains, and
                  to make their own decision about whether or not it is safe to cross. Telephones
                  and instructions are provided for equestrian users to contact the signaller to ask
                  permission before crossing. This is because the railway perceives that there
                  is an additional risk involved in taking horses over a crossing of this type and
                  the mitigation of this risk involves the signaller checking whether any trains are
                  approaching the crossing before giving permission to cross.
               13 Nationally, at the time of writing, there are 1336 crossings of the same type as
                  Lady Howard (as described in paragraph 12) on Network Rail’s infrastructure.
                  On the Wessex route, there are 154 such crossings, out of a total of 315 level
                  crossings.
               14 On each side of Lady Howard crossing, users enter through a latched gate that
                  opens towards the railway. The gate leads users through the railway boundary into
                  a corridor laid with an asphalt surface. This corridor is enclosed with metal fencing,
                  approximately 1.25 metres tall. Signs at each gate warn users of the following:
                    • to ‘Stop, Look, Listen – Beware of trains’
                    • that cyclists should dismount
                    • that people in charge of animals should telephone the signaller before crossing
                    • that users should remove their headphones before crossing
                    • not to touch the live rail
                    • not to trespass on the railway
                    • that there have been several near fatalities at this crossing.
                    At the time of the accident, some of these signs had been painted with graffiti
                    (figure 3).
               15 RAIB measured the fenced corridor inside the gate on the Ashtead Common side
                  of the crossing (the approach used by the pedestrian involved in the accident) to
                  be 4.5 metres long. This ends with a white line painted on the asphalt surface 2
                  metres from the nearest rail of the up Portsmouth line (figure 4). This white line,
                  known as the ‘decision point’, is the notional point at which users on foot are
                  expected to make a decision as to whether or not it is safe to cross the railway. For
                  crossing users with horses, Network Rail uses a decision point 3 metres from the
                  nearest rail, although this point is not marked on the ground.
               16 At the marked decision point, the metal fencing opens out in both directions
                  along the railway. RAIB measured the sighting distances (the distances at which
                  approaching trains can be seen by crossing users) in each direction at this point.
                  On the Ashtead Common side, a user standing at the decision point can see for
                  around 440 metres in the direction towards Epsom (the direction from which the
                  train involved in the accident approached). Beyond this point the railway curves
                  to the left from the observer’s point of view (figure 5 and figure 6). In the other
                  direction, the railway is straight and users can see for at least 1000 metres to
                  Ashtead station.
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               Lady Howard crossing
                                                                                                         The accident
Figure 3: The entrance to Lady Howard crossing, approaching from Ashtead Common (the direction of
the pedestrian at the time of the accident).
Direction of pedestrian
Figure 4: Inside the gate at Lady Howard crossing showing the decision point, approaching from Ashtead
Common.
Report 01/2023                                   11                                  v2 February 2024
Lady Howard crossing
The accident
Direction of train
Figure 5: View from the decision point on the Ashtead Common side of Lady Howard crossing, looking
               towards Epsom.
N
Lady Howard crossing                                                         To Epsom
Direction of train
                To Ashtead
Sighting point: 440 m
Figure 6: Google Earth view of the location, showing the crossing and the left-hand curve in the direction
               towards Epsom.
Report 01/2023                                     12                                    v2 February 2024
               Lady Howard crossing
17 The distance between the two decision points (located 2 metres from the
The accident
   nearest rail on each side of the crossing) is known as the ‘traverse distance’.
   RAIB measured this distance to be 9.3 metres. Because Lady Howard is also a
   bridleway crossing, Network Rail’s measurement of the traverse distance starts
   at the decision point 3 metres from the nearest rail (paragraph 15) and ends 2
   metres beyond the farthest rail. Network Rail measured the traverse distance to
   be 10.2 metres, which is comparable to RAIB’s measurement (accounting for the
   additional metre).
18 Network Rail uses the traverse distance to calculate the amount of time it takes
   a user to cross. Network Rail uses a defined walking speed of 1.189 m/s for
   this calculation which, in some instances (including at Lady Howard crossing),
   is reduced by 50% to allow for vulnerable users (such as families with young
   children, dog walkers, or the elderly, who may walk slower). Including this 50%
   allowance results in a traverse time of 12.87 seconds. This is therefore the
   minimum required sighting time in each direction for trains approaching the
   crossing at the maximum permitted speed on the line (in this case, 60 mph or 97
   km/h). A train at that speed will cover 345 metres in that time; hence, this is the
   minimum sighting distance that users require to decide if it is safe to cross.
19 Because the actual sighting distance exceeds the required sighting distance on
   both sides of Lady Howard crossing (440 metres towards Epsom and over 1000
   metres towards Ashtead), there is no requirement for the crossing to be fitted with
   any type of additional protection that may be used for reduced sighting distances,
   such as a whistle board instructing train drivers to sound the train horn on the
   approach to the crossing.
20 Network Rail’s most recent risk assessment (see paragraph 57) for Lady Howard
   crossing before the accident (dated October 2021) noted that an average of 201
   users and 225 trains per day passed over the crossing. Users were identified as
   mainly being recreational, using the crossing to access Ashtead Common.
21 Network Rail assesses the risk of all its level crossings on two criteria. These are:
     • the risk to an individual user of the crossing (rated from A to M, where A is the
       highest risk)
     • the total, collective risk of harm to crossing users and those on board trains
       (rated from 1 to 13, where 1 is the highest risk).
     The October 2021 risk assessment for Lady Howard crossing rated it as B2,
     ranking it the sixth highest risk footpath crossing on the Wessex route.
22 The October 2021 risk assessment documented six near misses at the crossing
   between 28 March 2019 and 29 March 2021 and one fatality on 9 August
   2019, which Network Rail recorded as a deliberate act. The October 2021 risk
   assessment also recorded that Network Rail installed a motion-activated camera
   at the crossing, in response to a number of incidents that it classified as deliberate
   misuse.
Report 01/2023                               13                              v2 February 2024
Lady Howard crossing
               Trains involved
The accident
23 The train involved in the accident, reporting number 5Z56, was the 14:05 hrs
                  empty coaching stock movement (a train movement without passengers) from
                  Selhurst depot to Dorking down sidings. It was a class 377 train formed of 10
                  coaches. The train was fitted with an on-train data recorder (OTDR) but not with
                  forward-facing CCTV (FFCCTV) cameras.
               24 The train which passed the crossing just before the accident, reporting number
                  1I37, was the 14:14 hrs passenger service from Horsham to London Victoria. It
                  was also a class 377, formed of 8 coaches. This train was fitted with an OTDR
                  as well as an FFCCTV camera, but not a camera looking behind the train. This
                  means that there was no rearward-facing CCTV evidence available.
               People involved
               25 The pedestrian was an 85-year-old female from Hampton, south-west London.
                  Her eyesight prescription showed that she had a mild astigmatism (a cause of
                  blurred vision that can be corrected with glasses or contact lenses), but good
                  distance vision. She also used a hearing aid and, while her mobility was good,
                  the trolley she used was described to RAIB as also acting as an aid to standing.
                  Although RAIB could not establish with certainty whether the pedestrian was
                  familiar with the crossing, the circumstances suggest that, while she was unlikely
                  to have used it regularly, it is possible that she had used it before.
               26 The driver of train 5Z56 was based at Selhurst depot and had worked for
                  Southern since November 2001. His competence assessments were up to date
                  with positive feedback about his performance and no reported issues of concern.
               27 The level crossing manager (LCM) with responsibility for Lady Howard crossing
                  had worked for Network Rail since 2000, with the exception of one year working
                  for a train operator. He had worked as an LCM in this area since 5 November
                  2018. Lady Howard was one of around 48 crossings that fell within his area of
                  responsibility.
               28 The route level crossing manager (RLCM) for Wessex route, to whom the LCM
                  reported, joined Network Rail in 2003 and began managing level crossings
                  about two years later. He had been RLCM for about 10 years and, at the time
                  of the accident, managed a team of five LCMs. Since the accident (but not as a
                  response to it), Network Rail’s Wessex route has restructured the organisation of
                  these roles, and the RLCM now works at a regional level.
               External circumstances
               29 The weather at the time of the accident was sunny and warm, about 18°C, with
                  clear visibility. The sun was to the right of the pedestrian as she approached the
                  crossing (in the direction towards Ashtead), the same direction from which the
                  train that passed the crossing just before the accident approached. It is possible
                  that the sunlight played a role in the accident (see paragraph 46).
Report 01/2023                            14                              v2 February 2024
               Lady Howard crossing
The sequence of events
The sequence of events
Events preceding the accident
30 At around 14:33 hrs on the day of the accident, Network Rail’s camera at Lady
   Howard crossing recorded the pedestrian using the crossing for the first time that
   day. The pedestrian was walking towards Ashtead Common with a dog and a
   wheeled trolley bag.
31 At 14:49:06 hrs, the front of train 1I37 passed over Lady Howard crossing,
   travelling towards Epsom on the up Portsmouth line (from right to left when
   viewed from the Ashtead Common side of the crossing) at a speed of
   approximately 50 mph (80 km/h). As the train passed the crossing, its FFCCTV
   system recorded the pedestrian standing, stationary, waiting inside the boundary
   gate on the Ashtead Common side of the crossing, about 1.9 metres back from
   the white line marking the decision point and looking towards the oncoming train.
   The field of view of the camera at the crossing also showed the dog waiting
   stationary while train 1I37 passed the crossing.
32 Around one second after the front of train 1I37 passed the crossing, the front of
   train 5Z56 emerged round the curve on the down Portsmouth line. Train 5Z56
   was about 440 metres from Lady Howard crossing at that time, travelling from
   the Epsom direction, and would have been visible from the crossing. After about
   6 seconds, from the point of view of someone standing on the Ashtead Common
   side of the crossing, the front of the approaching train 5Z56 would have been
   obscured behind train 1I37 as it moved away.
33 Less than one second later, the rear of train 1I37 had cleared Lady Howard
   crossing, and the pedestrian started to move towards the decision point. The
   camera at the crossing showed that she briefly turned her head to the left as she
   started to move forwards and did so again as she crossed the decision point.
   During both of these glances, the front of train 5Z56 would have been hidden
   behind train 1I37. The pedestrian crossed the decision point about 4 seconds
   after train 1I37 had cleared the crossing.
Events during the accident
34 Around one second after the pedestrian crossed the decision point, the front of
   train 5Z56 emerged from behind train 1I37 and would have been visible from the
   crossing. The crossing would also now have been visible from the driving cab of
   the train. At this point, OTDR evidence shows that train 5Z56 was travelling at 62
   mph (100 km/h) and that it was about 130 metres, or approximately 4.7 seconds,
   from the crossing. CCTV evidence from the crossing shows that the pedestrian
   was at that point moving across the up Portsmouth line, and that she was looking
   down and ahead.
35 Approximately 2.7 seconds later, the driver of train 5Z56 sounded the train’s horn.
   The pedestrian, by now about to cross the down Portsmouth line, responded
   by looking to her left and starting to hurry across this line towards the exit of the
   crossing. The collision occurred at about 14:49:24 hrs.
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Lady Howard crossing
                         Events following the accident
The sequence of events
36 The pedestrian sustained injuries that were immediately fatal. The driver applied
                            the emergency brake just over one second after the collision, and the train
                            subsequently stopped about 315 metres beyond the crossing. The driver used the
                            GSM-R (Global system for mobile communications – railway) train radio system to
                            report the accident to the signaller and subsequently reported it to his employer.
                         37 Emergency services and Network Rail staff attended the scene from around 15:20
                            hrs. The driver was authorised to take the train on to Ashtead station where he
                            was relieved, and another driver returned the train to Selhurst depot.
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                         Lady Howard crossing
Analysis
Analysis
Identification of the immediate cause
38 The pedestrian crossed into the path of train 5Z56 as it approached.
39 The FFCCTV footage from train 1I37 and images from the CCTV camera at the
   crossing (paragraph 22) showed that the pedestrian had waited for train 1I37 to
   pass the crossing, and that she then crossed behind it, having looked twice to her
   left before passing the decision point. The pedestrian did not look again to her left
   until she heard the horn of train 5Z56, after which she attempted to hurry to the
   other side of the crossing.
40 RAIB determined that the driver’s reaction time in sounding the horn after seeing
   the pedestrian, which at most was about 2.7 seconds, was within the bounds
   of an appropriate response based on research2 into car drivers’ reaction times.
   Furthermore, if the driver had applied the train’s emergency brake instead of (or
   as well as) the horn, it would have had no effect on the train’s speed before the
   accident because the nature of the train’s braking system means that there is
   a delay of about 3 seconds between applying the brakes and the beginning of
   deceleration. Finally, the apparent discrepancy between the train’s speed of 62
   mph (100 km/h) as recorded on the OTDR on approach to the crossing, and the
   maximum permitted speed on that line of 60 mph (97 km/h), is within the margin of
   tolerance allowed in rail industry standards.3
Identification of causal factors
41 The accident occurred due to a combination of the following causal factors:
        a. The pedestrian was apparently unaware that train 5Z56 was approaching
           when she made the decision to cross (paragraph 42).
        b. The pedestrian did not perceive the risk arising from the possibility that the
           passing train was hiding another train (paragraph 48). This is a possible
           causal factor.
        Each of these factors is now considered in turn.
Awareness of the train
42 The pedestrian was apparently unaware that train 5Z56 was approaching
   when she made the decision to cross.
43 Based primarily on the CCTV evidence from the camera at Lady Howard crossing
   (paragraph 22), RAIB has concluded that the pedestrian had probably neither
   seen nor heard the approach of train 5Z56 when she started to cross. There is no
   evidence to suggest that she was aware of this second train when she made the
   decision to cross, or that she was aware of it but had misjudged the time available
   to cross safely.
2
 Coley, G., Wesley, A., Reed, N. & Parry, I. (2009). Driver reaction times to familiar but unexpected events. TRL
Report 313.
3
    RIS-2273-RST ‘Post Incident and Post Accident Testing of Rail Vehicles’, issue 2, December 2017.
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Lady Howard crossing
           44 RAIB created a computer model of the two trains passing at the crossing, to
Analysis
determine what may or may not have been visible to the pedestrian at the
              two points when she looked to the left, towards the approaching train 5Z56
              (paragraph 35). The model was based on the OTDR evidence from both trains,
              FFCCTV footage from train 1I37, footage from the CCTV camera at the crossing,
              and RAIB’s survey data for the crossing. Because the OTDR and CCTV data
              sources are not synchronised, and must be cross-referenced manually, there is a
              small level of inaccuracy (fractions of seconds) possible with this kind of analysis.
              However, RAIB has determined that the conclusions which follow reflect the best
              available evidence.
           45 When the pedestrian looked twice to the left, the front end of train 5Z56 (which
              is the most conspicuous part of the train, being painted yellow and displaying
              headlights) was hidden behind train 1I37, which was receding from the crossing.
              The front end of train 5Z56 did not re-emerge from behind 1I37 until after the
              pedestrian had started to cross. Although it may have been possible for the
              pedestrian to have seen the side of train 5Z56 in the gap beyond train 1I37 and
              before the railway curved to the left out of view, it would have appeared very small
              at that distance and not particularly conspicuous (figure 7). This is in part because
              the green and white painted livery of the train would have provided relatively low
              contrast against the background of green vegetation.
           46 The pedestrian was wearing prescription sunglasses and had been facing towards
              Ashtead just before crossing, in the direction of the approaching train 1I37. In that
              position and at that time of day, she was almost directly facing the sun. When
              she turned to look towards the left, there may have been some after- effects of
              facing the sun that could have reduced her sensitivity to contrast, and this may
              have been further attenuated by the sunglasses. However, the predominant factor
              affecting the pedestrian’s ability to see the oncoming train 5Z56 was the presence
              of train 1I37 as it moved away from the crossing. This would have been much
              more conspicuous and largely hid the approaching train, 5Z56, from view.
Train 1I37
Train 5Z56
Figure 7: Computer-generated reconstruction of the view from the pedestrian’s perspective looking to
           her left as she started moving towards the crossing.
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           Lady Howard crossing
47 The driver of train 5Z56 did not, nor was he required to, sound the train’s horn on
Analysis
   the approach to the crossing, until a few seconds before the accident when he
   reacted to seeing the pedestrian ahead. In the absence of a train horn, the noise
   generated by an electric train at distance is relatively inconspicuous, and again
   would have been masked by the similar noise being produced by train 1I37, which
   was closer. The pedestrian also used a hearing aid, although her prompt response
   to the train’s horn when it sounded just before the accident indicates that she was
   able to hear this warning.
Perception of risk
48 The pedestrian did not perceive the risk arising from the possibility that the
   passing train was hiding another train. This is a possible causal factor.
49 Among the signage at the crossing is an instruction for users to ‘Stop, Look, Listen
   – Beware of trains’. The CCTV evidence shows that the pedestrian did stop for
   the first train passing the crossing (1I37) and then looked twice to the left before
   starting to cross.
50 When the pedestrian took the second glance, as she passed the decision point,
   RAIB calculated that the rear of train 1I37 was around 100 metres beyond the
   crossing. RAIB has also concluded that, at that point, it is more likely than not that
   the pedestrian would have been looking towards her left for oncoming trains on
   the down Portsmouth line to the right of, rather than beyond the front of train 1I37
   and into the diminishing gap between it and the curve of the railway line.
51 Visibility past the trailing end of train 1I37 towards the down Portsmouth line would
   have been greater than 100 metres (figure 8). Given the extent of the visibility
   available to the pedestrian, it is possible that she decided that this was sufficient
   distance to be able to safely traverse the crossing, not realising that a train
   travelling at the maximum permitted speed of 60 mph (97 km/h or 27 m/s) could
   cover the visible distance in around 4 seconds. At the time of the accident, there
   were no warnings at the crossing to alert users to this risk.
Train 1I37
Figure 8: Computer-generated reconstruction of the view from the pedestrian’s perspective looking to
her left as she crossed the decision point.
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Lady Howard crossing
           Identification of underlying factor
Analysis
Risk management
           52 Network Rail had not provided any effective additional risk mitigation at
              the crossing despite having deemed the risk to be unacceptable. This is a
              probable underlying factor.
           Background information
           53 The Office of Rail and Road (ORR), the safety authority and economic regulator
              for Britain’s railways, has set out principles and guidance for managing level
              crossing safety in a document4 published in June 2021. This document includes
              guidance that states ‘It is essential that decisions and options for level crossing
              control measures are informed by a suitable and sufficient assessment of the
              risks’.
           54 Under health and safety law, duty holders (in the case of this crossing, Network
              Rail) are required to reduce the level of risk so far as is reasonably practicable.
              Options for controlling the risk should be considered according to the hierarchy
              of prevention5 Eliminating the risk (such as through closure of the level crossing)
              should be the first consideration, followed by engineering controls (for instance,
              technologies providing an active warning system), and finally administrative
              controls (such as signage and instructions).
           55 Deciding what is reasonably practicable is a matter of judgement for each duty
              holder but, given the risks to railway staff, passengers and members of the public,
              the ORR guidance document states that risk control measures should be deemed
              reasonable unless the cost of the measure is grossly disproportionate to the
              risk. This can be determined by using a cost-benefit analysis as part of the risk
              management process.
           56 The ORR guidance document also includes a principle which states:
                      ‘User Principle 6: Provide a suitable warning for users that a train is
                      approaching to enable them to be in a safe place before a train passes. To help
                      you achieve this, you should consider, at least, these factors:
                      (a) an active warning system in preference to relying on the user to determine
                          whether or not a train is approaching the level crossing;
                      (b) user behaviours and actions in relation to the operation of the level crossing,
                          e.g. to prevent them from being trapped within a closed crossing or starting
                          to cross when it is unsafe to do so
                      (c) foreseeable actions of different users in a ‘another train coming’ scenario,
                          these trains may be coming in the same or different directions; one may be
                          inaudible and hidden from view…’
           57 Network Rail’s process for managing risk at level crossings begins with an
              assessment by an LCM of the crossing. This includes measuring sighting
              distances and the traverse length and conducting a census of both users and
              trains over the crossing. The results of this assessment are entered into Network
              Rail’s computer-based all level crossing risk model (ALCRM), which calculates a
              quantitative risk score for the crossing (paragraph 21).
           4
               https://www.orr.gov.uk/sites/default/files/2021-06/principles-for-managing-level-crossing-safety-june-2021_0.pdf.
           5
               The Management of Health and Safety at Work Regulations 1999, schedule 1.
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           Lady Howard crossing
58 The LCM uses the information from the site visit and the output from ALCRM to
Analysis
   produce a written narrative risk assessment (NRA). The NRA documents their
   findings and, if the risks are deemed not to be as low as reasonably practicable,
   proposes options to mitigate the risk. The quantitative risk score from ALCRM is
   used to calculate a cost-benefit ratio for each of the proposed risk mitigations.
   The cost-benefit ratio is a whole-life calculation of how much each proposed
   measure costs6 and by how much it is expected to reduce the risk. The LCM then
   uses their experience and professional judgement to supplement this calculation
   and determine whether the options are reasonably practicable to implement,
   considering qualitative factors associated with risk at the crossing as well as the
   results of any cost-benefit analysis.
59 The LCM submits the NRA and their risk mitigation option proposals to the RLCM,
   who reviews and (as appropriate) countersigns them. In Network Rail’s Wessex
   route, the RLCM takes these options, along with those for other level crossings,
   to a four-weekly ‘tactical group’ meeting, which also involves the route’s asset
   managers for signalling and scheme renewals. This tactical group takes decisions
   about which options are progressed, based on the available funding and the route
   level crossing strategy.
60 The latest level crossing strategy for Network Rail’s Wessex route before the
   accident (dated January 2019) covers the period from 2019/20 to 2023/24. While
   the previous route strategy focused on closing level crossings where possible, the
   emphasis of the strategy in force at the time of the accident was on reducing risk
   through engineering solutions as part of upgrades or renewals, where closure is
   difficult or impossible. The strategy is supported by its own, ring-fenced budget
   which can only be used for level crossing risk reduction in accordance with the
   strategy. The ORR has made additional funds available which are prioritised
   towards risk reduction at user worked crossings (a type of level crossing typically
   providing vehicular access to private land).
61 Closing a crossing outright (that is, closing it without providing alternative access
   over the railway at that location) is not always viable because it can involve issues
   such as extinguishing legal rights of way, or the consequent increased risk on
   diversionary routes. The main alternative options to outright closure are to install
   a footbridge (which, for a bridleway crossing, needs to include ramps to provide
   access for people with reduced mobility or horse riders) or to install miniature stop
   lights (MSLs).
62 MSLs consist of red and green lights. The green light is lit the majority of the time
   and indicates that no trains are approaching. When a train reaches the strike
   in point the light automatically changes to red, and an audible alarm sounds
   to indicate that users must not cross. The strike in point is set at a distance
   calculated to allow users a safe amount of time to cross when trains are travelling
   at the maximum speed permitted on the line. Network Rail told RAIB that the
   audible alarm also includes a spoken warning which is triggered if another train
   is approaching the crossing soon after the first one has passed. This message
   states ‘Warning – another train may be approaching’.
6
 In May 2022, Network Rail issued new guidance on these cost-benefit analyses, raising the threshold for what is
considered reasonably practicable by stating that mitigations should be considered for implementation unless the
costs are ‘grossly disproportionate’ to the benefits. This change was not made in response to this accident.
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Lady Howard crossing
           63 There are different types of MSL system, each of which is appropriate for different
Analysis
level crossing configurations:
                • ‘Integrated MSL’. These were the original design of MSL and are built into the
                  railway signalling system, which makes them costly and complex to install.
                  However, as they form part of the signalling system, they are suitable for any
                  location, including those where signals and stations lie between crossings and
                  their strike in points. If a train is held at a signal or station, signalling controls
                  are applied to prevent the red light from showing at the crossing until the train
                  is about to start moving again. This avoids excessive warning times (see
                  paragraph 66).
                • ‘Overlay MSL’. These were introduced from around 2012 and are separate
                  from the railway signalling system. They can be installed at locations where the
                  railway does not have complex features, such as nearby stop signals. These
                  MSLs use a basic train detection system which detects trains a set distance
                  along each railway approach to the crossing.
                • ‘Flex MSL’. These were approved for use by Network Rail in April 2021 and use
                  the same technology as overlay systems but can receive inputs from a signal on
                  each approach to a crossing. This allows them to be installed at locations where
                  trains may be regularly stopped by a signal within the strike in area.
           64 Section 5.1.3 of Network Rail standard NR/L2/SIG/11201/ModX39, published in
              June 2015, and later revisions of this standard, state that overlay MSL systems
              are not suitable for crossings which have signals within the strike in area, as well
              as other complicating features.
           65 Section 5.2 of this standard requires that 50% of trains arrive at overlay MSL
              crossings within twice the normal warning time (the warning time is generally 20
              to 40 seconds, depending on the crossing) and 95% of trains arrive within three
              times the normal warning time.
           66 If the time between strike in and the train arriving at the crossing is longer than
              designed, it can result in red lights being displayed for prolonged periods and/or
              the overlay MSL system going into what is known as ‘dark mode’, where it turns
              off the lights at the crossing and waits for the passage of another train to reset
              itself. Frequent long warning times or occurrences of dark mode are unacceptable
              as they potentially diminish level crossing users’ faith in, and compliance with, the
              red and green lights at the crossing. This means that, in principle, overlay MSLs
              are not suitable where there are signals which could regularly delay a train’s
              arrival at the crossing.
           67 In common with many other Network Rail standards, NR/L2/SIG/11201/ModX39
              is colour coded with a Red-Amber-Green classification. Red boxed sections are
              mandatory, with no variations permitted, while sections with an amber colour
              coding may be varied if a risk assessment is submitted and approved following
              a national process. Green colour coded sections are guidance which should be
              used, unless a better alternative is available.
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           Lady Howard crossing
68 Sections 5.1.3 and 5.2 of NR/L2/SIG/11201/ModX39 have an amber colour
Analysis
   coding. This means that designers could have applied for a derogation from the
   standard’s requirement to not have any signals within the strike in area, provided
   a suitable risk assessment was prepared which demonstrated that the installation
   would provide an equivalent level of safety. This risk assessment would have to
   be approved by a national review panel before the derogation was granted. In the
   case of Lady Howard crossing, the designers would have needed to demonstrate
   that the signals on the approach to the crossing would delay the arrival of less
   than 5% of the trains approaching the crossing.
69 Another option for mitigating level crossing risk is to install supplementary
   audible warning devices (SAWDs). Using radar to detect an approaching train,
   these devices play a synthesised recording of a train horn through a speaker
   at the crossing itself. Because the reliability of SAWDs does not meet Network
   Rail’s standards for safety-critical systems, Network Rail considers them to be
   supplementary to an actual train horn. As such, SAWDs are only installed at
   crossings where whistle boards are provided, requiring the train driver to sound
   the horn because sighting distances are insufficient to provide the necessary
   warning time. The synthesised recording is triggered at about the same time as
   the sounding of the actual train horn.
Risk management at Lady Howard crossing
70 The latest NRA for Lady Howard crossing undertaken before the accident, dated
   October 2021, expressed concerns about vulnerable users and frequent misuse.
   The installation of additional signage (see paragraph 83) and the crossing camera
   (paragraph 22) were intended as short-term mitigation measures for these
   concerns. In the medium term, the NRA stated that installing MSLs was being
   progressed and, in the longer term, that Network Rail’s aspiration was to close
   the crossing. However, in the meantime, the NRA stated that the risk was not
   considered to be as low as reasonably practicable. Similarly, the previous NRA in
   2020 referred to the risk being ‘unacceptable’.
71 The 2021 NRA considered four options to mitigate the risk. These were closure, a
   ramped (accessible) footbridge, a stepped footbridge, or MSLs. Although the cost-
   benefit calculations for closure and a stepped footbridge were positive, the LCM
   concluded that these options were not viable. This was because, if Lady Howard
   crossing was closed, its risk would be transferred to the nearby Craddocks Lane
   footpath crossing, about 380 metres towards Ashtead station. The LCM also
   considered that gaining the necessary consent and approval for a ramped bridge
   would be unlikely, due to the size of such a bridge taking it outside of Network
   Rail’s land, and that a stepped footbridge would neither be accessible nor suitable
   for equestrian users.
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Lady Howard crossing
           72 The LCM therefore recommended installing MSLs, even though the cost-benefit
Analysis
ratio for this option was marginal.7 RAIB has reviewed NRAs for Lady Howard
              crossing going back to 2017, and on each occasion the recommendation made
              was to install MSLs. The evidence available to RAIB indicates that Network Rail
              had approved and allocated funds for installing MSLs at Lady Howard crossing
              every year since at least 2019, when budgets for Network Rail’s control period 6
              (a five-year financial allocation running from April 2019 to March 2024) had been
              allocated.
           73 In 2020, Network Rail’s Wessex route engaged its internal works delivery unit
              to produce an option selection report to determine the best type of MSL to be
              installed at Lady Howard level crossing. Network Rail has not been able to locate
              nor provide RAIB with a copy of the option selection report. However, internal
              meeting minutes from December 2020, after the report had been completed,
              recorded a decision to fit integrated MSLs to the crossing and gave financial
              approval for this.
           74 RAIB considers that it is most likely that the option selection report concluded
              that integrated MSLs were the best option because there is a railway signal on
              each approach to Lady Howard crossing. This would have probably led those
              responsible for writing the report to conclude that the site was not compatible
              with the overlay MSL system. At the time the report was completed, there was
              no suitable alternative form of MSLs available for locations with this kind of more
              complex layout (paragraph 63).
           75 Following the completion of the option selection report, its recommendations were
              reviewed by Network Rail’s Wessex route’s level crossing steering group, which
              consists of senior members of the level crossing and signalling teams. Financial
              approval was given for Lady Howard to be upgraded with integrated MSLs and
              this work was expected to be completed in the second half of control period 6.
              Once the budget had been allocated, Network Rail’s Wessex route accepted the
              level of risk at Lady Howard until such time as integrated MSLs could be installed.
           76 There is no conclusive evidence which shows if the authors of the option
              selection report were aware that it would have been possible to fit overlay MSLs
              to locations such as Lady Howard, rather than the proposed integrated MSLs,
              via a derogation from standard NR/L2/SIG/11201/ModX39 (paragraph 68). This
              approach had been used five times in 2017 by Network Rail’s Sussex and Kent
              routes, and these previous derogations would have been visible to the authors
              of the option selection report if they had checked Network Rail’s standards
              derogation tracker (which lists all approved derogations). As RAIB has not been
              provided with a copy of the options selections report, it is not possible to know
              for certain whether the tracker was checked as part of its preparation. However,
              RAIB considers that the decision to fit integrated MSLs means it is probable that
              the report’s authors were not aware of these earlier derogations.
7
             RAIB reviewed the cost-benefit calculations and identified some inconsistencies in the analysis, which Network
           Rail was unable to resolve. Since these inconsistencies did not affect subsequent safety-related decision-making
           for Lady Howard crossing, RAIB determined that they were not causal to the accident. However, under different
           circumstances, these calculations may be pivotal to such decision-making.
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           Lady Howard crossing
77 In July 2021, Network Rail’s Wessex route’s level crossing steering group
Analysis
   reported that it had a shortage of resource within its works delivery unit and that
   the delivery date for the integrated MSL at Lady Howard crossing was likely to be
   delayed. This meant that design work was not expected to start until the autumn
   of 2021.
78 In October 2021, around the revised time design work had been expected to start
   on the integrated system, the Flex MSL was identified as a viable option for Lady
   Howard crossing. This followed the trial installation and approval of this type of
   MSL at another Wessex route level crossing. The decision to install this type of
   system instead of an integrated MSL at Lady Howard was confirmed in January
   2022 by the Wessex level crossing steering group.
79 In the time between the completion of the option selection report and the
   accident, of the twelve other level crossings selected for conversion to MSLs on
   the Wessex route, two were removed from the programme (due to one being
   closed and the other receiving other upgrades) and one overlay MSL was brought
   into use. This rate of completion meant that it was unlikely that Lady Howard
   would have been upgraded with overlay MSLs before the accident, even if it had
   been selected as part of the option selection process in 2020 and then been the
   subject of a successful derogation application.
80 Network Rail stated it had faced issues in delivering MSLs at a national level.
   This is because many of the level crossings that were feasible for closure have
   already been closed, meaning that LCMs were frequently relying on MSLs as a
   risk mitigation. (RAIB has seen several examples of other NRAs, similar to those
   undertaken for Lady Howard, in which the options of closure or a footbridge are
   not deemed to be viable, leaving MSLs as the recommended solution.) This has
   created high demand for both the equipment and the resources to install the MSL
   systems and reduced their availability, thereby slowing delivery programmes.
81 The 2021 NRA for Lady Howard crossing also identified the ‘second train coming’
   risk (sometimes referred to as ‘another train coming’), in which an approaching
   train can be hidden by a passing train on the nearest line, as occurred in
   this accident. This risk is present on any railway with two or more tracks and
   increases with the frequency of train traffic, but it is almost impossible to
   determine where trains will actually pass each other. As with other NRAs seen by
   RAIB, while the risk is identified, it is not specifically addressed or controlled in the
   conclusions and proposed options, partly because there are few options available
   to mitigate this risk. Although MSLs may be effective at addressing the second
   train coming risk, these warnings may not entirely eliminate it, because they are
   dependent on users recognising the warning, understanding its significance, and
   then acting upon it. Recognition may be affected if the user is hearing impaired or
   wearing headphones.
Interim risk mitigations
82 Although Network Rail had recognised that the risk at Lady Howard crossing was
   unacceptable, and that a suitable mitigation solution would not be installed for
   a minimum of three years, there is little evidence that alternative options were
   considered as an interim measure to reduce risk to crossing users.
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Lady Howard crossing
           83 Network Rail had implemented some mitigations at Lady Howard crossing, but
Analysis
these did not prevent the accident on 21 April 2022. Between August 2019 and
              July 2020, Network Rail installed additional signs at Lady Howard crossing, which
              were intended to raise awareness of the risks of near misses and to warn users
              to remove headphones before crossing (figure 3). The 2021 NRA also recorded
              the installation of the motion-activated camera, primarily to monitor misuse of the
              crossing. These signs and the camera were in place at the time of the accident.
           84 Train drivers are not required to sound the horn at Lady Howard crossing because
              the sighting affords sufficient warning time to be able to cross safely (paragraph
              19). There is no evidence that this was considered as an interim mitigation before
              the accident occurred. Network Rail is mindful of the noise pollution associated
              with train horns, particularly in residential neighbourhoods. In the absence of a
              requirement to sound the train horn, Network Rail also considers SAWDs to be
              unsuitable because they are only intended to be supplementary to the train horn
              (paragraph 69).
           85 In other locations on Network Rail’s infrastructure, temporary speed restrictions
              have been applied as an interim risk mitigation for level crossings, as slowing
              trains down increases the warning time for crossing users. These are usually
              used to mitigate the risk of insufficient sighting at the crossing, for example, due
              to foliage growth reducing a crossing user’s view. Although it cannot be known for
              certain what effect a temporary speed restriction would have had on this particular
              accident, it is possible that it would reduce the likelihood of a user being struck.
           86 There is no evidence that speed restrictions were considered as an interim
              mitigation for the risks at Lady Howard crossing despite the risk at the crossing
              being deemed unacceptable (paragraph 70). While it is not clear why speed
              restrictions were not considered as a mitigation measure, Network Rail stated
              to RAIB that the introduction of speed restrictions to address the second train
              coming risk could potentially extend to a large number of crossings and cause
              very significant disruption to railway operations.
Previous occurrence of a similar character
           87 At about 08:24 hrs on 1 May 2019, the driver of the 07:25 hrs passenger service
              from London Victoria to Horsham reported a near miss with a pedestrian with a
              bicycle at Green Lane footpath crossing, about 0.5 miles (0.8 km) south-west of
              Ashtead. The latest NRA for Green Lane (dated April 2022 and carried out by the
              same LCM that undertook the assessment at Lady Howard crossing) recorded
              that the pedestrian walked out from behind another passing train.
           88 The NRA recorded the risk rating for Green Lane as C2 and stated that this
              ranked it as the second highest risk of all footpath crossings on the Wessex
              route. The LCM concluded that the risk was not tolerable or as low as reasonably
              practicable. As with the NRA for Lady Howard, the NRA for Green Lane also
              identified the ‘second train coming’ risk, highlighting that this risk is exacerbated
              by the use of longer 10- and 12-coach trains on this line and the frequency of the
              train service. As with Lady Howard crossing, no specific mitigations to address
              this risk were identified or implemented, although the LCM recommended that
              Green Lane crossing should be closed because of different circumstances
              relating to access rights over the crossing.
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           Lady Howard crossing
Summary of conclusions
Summary of conclusions
Immediate cause
89 The pedestrian crossed into the path of train 5Z56 as it approached (paragraph
   38).
Causal factors
90 The causal factors were:
     a. The pedestrian was apparently unaware that train 5Z56 was approaching
        when she made the decision to cross (paragraph 42, Recommendation 1).
     b. The pedestrian did not perceive the risk arising from the possibility that the
        passing train was hiding another train (paragraph 48, paragraph 101 and
        Recommendation 1). This is a possible causal factor.
Underlying factor
91 Network Rail had not provided any effective additional risk mitigation at the
   crossing despite having deemed the risk to be unacceptable (paragraph 52,
   Recommendations 1 and 2, Learning point 1). This is a probable underlying
   factor.
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Lady Howard crossing
                                                               Previous RAIB recommendations relevant to this
Previous RAIB recommendations relevant to this investigation
investigation
                                                               92 The following recommendations, which were made by RAIB as a result of its
                                                                  previous investigations, have relevance to this investigation.
                                                               Fatal accident at Gipsy Lane footpath crossing, Needham Market, Suffolk, 24 August
                                                               2011, RAIB report 15/2012, Recommendation 3
                                                               93 This recommendation read as follows:
                                                                      Recommendation 3
                                                                      The intent of this recommendation is for Network Rail to develop guidance
                                                                      for use by the level crossing teams on the circumstances under which short-
                                                                      term mitigation measures are to be implemented at level crossings that have
                                                                      insufficient sighting or warning of approaching trains.
                                                                      Network Rail should develop its guidance for use by level crossing teams to
                                                                      include:
                                                                      • a clear definition of what constitutes a ‘higher than usual’ number of vulnerable
                                                                        users;
                                                                      • implementing risk-reduction measures at crossings that have deficient sighting
                                                                        or warning times; and
                                                                      • when speed restrictions must be imposed, what type of speed restriction
                                                                        is to be used (emergency, temporary or permanent) and the timescales for
                                                                        imposing speed restrictions.
                                                               94 Network Rail’s response to this recommendation focused largely on developing
                                                                  guidance to identify and calculate the proportion of vulnerable users of its level
                                                                  crossings and producing guidance on interim risk mitigation for level crossings
                                                                  with deficient mitigation. On 9 June 2014, ORR reported to RAIB that it
                                                                  considered the recommendation to be implemented.
                                                               95 The relevance of this recommendation to the current investigation lies in the
                                                                  short-term risk reduction measures for level crossings with insufficient warning of
                                                                  approaching trains. Although sighting at Lady Howard was sufficient under normal
                                                                  circumstances, the causal factors of the accident were associated with insufficient
                                                                  warning of the second train. Therefore, recommendation 2 of this report takes a
                                                                  broader approach to interim risk mitigations at high-risk level crossings.
Report 01/2023                              28                              v2 February 2024
                                                               Lady Howard crossing
Fatal accident at Tibberton No. 8 footpath crossing, 6 February 2019, RAIB report
Previous RAIB recommendations relevant to this investigation
13/2019, Recommendation 1
96 This recommendation read as follows:
       Recommendation 1
       The intent of this recommendation is for Network Rail to understand the risk to
       crossing users presented by fog at passive level crossings and to ensure that
       the risk to an individual using a passive level crossing in fog is acceptably low.
       Network Rail should analyse and evaluate the risk of fog affecting the safe use
       of those passive level crossings where users are entirely reliant on the sighting
       of trains. This analysis should take into account regional and local variation of
       the likelihood of fog, its potential impact on visibility and the effectiveness of
       any existing mitigation measures. Network Rail should then use the output of
       this evaluation to develop and implement a strategy to adequately mitigate the
       effects of fog at passive level crossings.
97 Network Rail’s response focused on developing a tool to identify passive level
   crossings that were historically vulnerable to fog, and on including that tool within
   the NRA process. The response included consideration of MSLs to mitigate
   sighting deficiencies but noted the problems in deployment of a wider solution.
   Network Rail also engaged with industry about the possibility of using whistle
   boards as a further means of reducing risk where reduced visibility is known to
   occur.
98 On 6 December 2021, ORR reported to RAIB that it considered the
   recommendation to be implemented.
99 Although the recommendation concerned a causal factor associated with foggy
   weather conditions, the factor is analogous to the restricted sighting associated
   with the second train coming risk which led to the accident at Lady Howard
   crossing on 21 April 2022.
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Lady Howard crossing
                                                                                                            Actions reported as already taken or in progress relevant to
Actions reported as already taken or in progress relevant to this report when originally published (v1.0)
this report when originally published (v1.0)
                                                                                                            100 From 25 May to 1 June 2022, Network Rail posted staff at Lady Howard crossing
                                                                                                                for 12 hours a day over a period of seven days to talk to users about how to use
                                                                                                                the crossing safely. On 26 October 2022, Network Rail delivered a presentation to
                                                                                                                Ashtead Residents’ Association about level crossing safety.
                                                                                                            101 On 11 October 2022, Network Rail erected a poster on the approaches to Lady
                                                                                                                Howard crossing warning users that a passing train can obstruct the view of a
                                                                                                                train coming on the other line (figure 9). Network Rail told RAIB that the poster
                                                                                                                would remain in place until MSLs are installed at the crossing.
                                                                                                            102 Network Rail is progressing the implementation of Flex MSLs at Lady Howard
                                                                                                                crossing, with a view to completion in February 2024. In the meantime, it has
                                                                                                                considered alternative measures, such as convex mirrors or installing SAWDs,
                                                                                                                but has considered these to be unsuitable. Convex mirrors could cause glare
                                                                                                                or distraction for train drivers, while Network Rail considers that SAWDs are
                                                                                                                inappropriate at crossings where whistle boards are not fitted (paragraph 69).
Figure 9: Design of the poster now in place at Lady Howard crossing (courtesy of Network Rail).
Report 01/2023                                    30                                   v2 February 2024
                                                                                                            Lady Howard crossing
Actions reported as already taken or in progress relevant to
Actions reported as already taken or in progress relevant to this report when it was revised (v2.0)
this report when it was revised (v2.0)
103 In June 2023, Network Rail published a ‘notice board’. This is the method used
    to provide guidance on the application of a standard, and the June 2023 notice
    board explained the method for applying for a derogation from Network Rail
    standard NR/L2/SIG/11201/ModX39, where the likelihood of trains being stopped
    at signals within the strike in area is low. This notice board is available to all
    signalling designers in the railway industry and is intended to be included in
    periodic briefings on standards.
104 A new sign, warning of the possibility of there being an oncoming train hidden
    by other trains was designed and included in the Private Crossings (Signs and
    Barriers) Regulations 2023.8 This became law on 18 November 2023 (figure 10).
    While this law is not directly applicable to public footpath and bridleway crossings,
    like Lady Howard, Network Rail has updated its standard NR/L2/ XNG/30020
    Module A28 ‘Signage for level crossings’ and its internal guidance to level
    crossing managers to require these signs be fitted to such crossings as well.
    At the time of publication this sign had been fitted to all footpath level crossings
    which have two railway lines or more and do not have any other method of
    warning.
Figure 10: Design of sign to diagram 157 in the Private Crossings (Signs and Barriers) regulations 2023
(courtesy of HMSO).
105 Network Rail’s Wessex route applied for and received a derogation from the
    standard which has allowed it to fit overlay MSLs at Lady Howard crossing. MSL
    equipment was brought into use at the crossing in January 2024 (figure 11).
8
  Statutory Instrument 2023 No. 1112 Railways - The Private Crossings (Signs and Barriers) Regulations 2023
https://www.legislation.gov.uk/uksi/2023/1112/made.
Report 01/2023                                        31                                      v2 February 2024
Lady Howard crossing
Actions reported as already taken or in progress relevant to this report when it was revised (v2.0)
Figure 11: Lady Howard crossing, fitted with overlay MSLs (courtesy of Network Rail).
Report 01/2023                                    32                                    v2 February 2024
                                                                                                      Lady Howard crossing
Recommendations and learning point
Recommendations and learning point
Recommendations
106 The following recommendations are made:9
1     The intent of this recommendation is to reduce the risk at footpath and
            bridleway level crossings of a second train approaching being hidden
            from the view of crossing users by a previously passing train.
            Network Rail should:
            • use its existing risk assessment data to identify those footpath and
              bridleway crossings that present the highest risk to users of a second
              train approaching being potentially hidden by another train
            • at those crossings identified as presenting the highest risk, implement
              appropriate measures to control the risk to users of a second train
              approaching
            • in deciding what measures to implement, specifically consider
              technological solutions, as well as user awareness campaigns. It
              should also consider good practice elsewhere in the rail industry
              (including internationally) and the predictable limitations of human
              performance (paragraphs 90a, 90b and 91).
2     The intent of this recommendation is to ensure that appropriate interim
            shorter-term risk mitigations are identified and implemented in a timely
            manner at level crossings that are awaiting long-term solutions to reduce
            the risk.
            Network Rail should review its existing processes for level crossing risk
            management and include:
            • explicit provision for considering a wider range of short- and medium-
              term risk mitigation options than is currently the case
9
  Those identified in the recommendations have a general and ongoing obligation to comply with health and safety
legislation, and need to take these recommendations into account in ensuring the safety of their employees and
others.
Additionally, for the purposes of regulation 12(1) of the Railways (Accident Investigation and Reporting) Regulations
2005, these recommendations are addressed to the Office of Rail and Road to enable it to carry out its duties under
regulation 12(2) to:
(a) ensure that recommendations are duly considered and where appropriate acted upon; and
(b) report back to RAIB details of any implementation measures, or the reasons why no implementation measures
    are being taken.
Copies of both the regulations and the accompanying guidance notes (paragraphs 200 to 203) can be found on
RAIB’s website www.raib.gov.uk.
Report 01/2023                                           33                                        v2 February 2024
Lady Howard crossing
Recommendations and learning point
• steps to ensure that those responsible for implementing risk controls
                                                   are aware of all the options available, including those that might
                                                   offer only incremental reductions in risk or interim mitigation pending
                                                   implementation of preferred long-term solutions
                                                 • documented details of short- and medium-term risk controls, including
                                                   both technical and non-technical options (paragraph 91).
Learning point
                                     107 RAIB has identified the following important learning point:10
1     Signalling designers and other staff responsible for specifying solutions
                                                are reminded to check whether a derogation from a relevant standard is
                                                possible or whether there are any existing relevant derogations. While
                                                derogations must be used appropriately, particularly where solutions
                                                exist that comply with standards, their use may be justified where they
                                                provide an opportunity to reduce risk in a more timely and cost-effective
                                                manner (paragraph 91).
10
                                        ‘Learning points’ are intended to disseminate safety learning that is not covered by a recommendation. They are
                                     included in a report when RAIB wishes to reinforce the importance of compliance with existing safety arrangements
                                     (where RAIB has not identified management issues that justify a recommendation) and the consequences of failing
                                     to do so. They also record good practice and actions already taken by industry bodies that may have a wider
                                     application.
Report 01/2023                                         34                                       v2 February 2024
                                     Lady Howard crossing
Appendices
Appendices
Appendix A - Glossary of abbreviations and acronyms
ALCRM                                            All level crossing risk model
FFCCTV                                Forward-facing closed-circuit television
GSM-R                      Global system for mobile communications - railway
LCM                                                  Level crossing manager
MSL                                                       Miniature stop light
NRA                                                Narrative risk assessment
ORR                                                   Office of Rail and Road
OTDR                                                   On-train data recorder
RLCM                                           Route level crossing manager
SAWD                                  Supplementary audible warning device
Report 01/2023                   35                             v2 February 2024
Lady Howard crossing
             Appendix B - Investigation details
Appendices
RAIB used the following sources of evidence in this investigation:
             • information provided by witnesses
             • information taken from both trains’ on-train data recorders (OTDRs)
             • video footage taken from the FFCCTV of train 1I37 and from a camera at the
               crossing
             • signalling data
             • voice communications
             • railway incident control logs
             • documentary evidence associated with risk management for Lady Howard and other
               crossings on Wessex route
             • site photographs and measurements
             • weather reports and observations at the site
             • a review of previous RAIB investigations that had relevance to this accident.
Report 01/2023                             36                             v2 February 2024
             Lady Howard crossing
This report is published by the Rail Accident Investigation Branch,
Department for Transport.
© Crown copyright 2024
Any enquiries about this publication should be sent to:
RAIB                  Email: enquiries@raib.gov.uk
The Wharf             Telephone: 01332 253300
Stores Road           Website: www.gov.uk/raib
Derby UK
DE21 4BA

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